State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
397 hedge funds and large institutions have $2.89B invested in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2021 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 153 increasing their positions, 147 reducing their positions, and 23 closing their positions.
65% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 23
7% more funds holding in top 10
Funds holding in top 10: 42 → 45 (+3)
2% more funds holding
Funds holding: 390 → 397 (+7)
4% more repeat investments, than reductions
Existing positions increased: 153 | Existing positions reduced: 147
0.16% more ownership
Funds ownership: 54.37% → 54.53% (+0.16%)
9% less capital invested
Capital invested by funds: $3.2B → $2.89B (-$303M)
78% less call options, than puts
Call options by funds: $8.95M | Put options by funds: $40.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$33.6M |
| 2 |
LPL Financial
San Diego,
California
|
+$30.5M |
| 3 |
PFA
Professional Financial Advisors
North Platte,
Nebraska
|
+$21.2M |
| 4 |
BHB
Bank Hapoalim BM
Tel Aviv,
Israel
|
+$10.9M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$10.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIG
American International Group
New York
|
-$385M |
| 2 |
ARC
Advisor Resource Council
Dallas,
Texas
|
-$12.5M |
| 3 |
AAS
Annex Advisory Services
Brookfield,
Wisconsin
|
-$10.1M |
| 4 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$5.96M |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$3.49M |
SPTM Hedge Fund Activity: Q3 2021 in Review
397 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) for Q3 2021, worth a combined $2.89B — down 9.5% from $3.2B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new SPTM positions and 23 closed out — a net gain of 15 holders — while 153 added to existing stakes and 147 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $33.6M. The largest seller was American International Group, exiting entirely with an estimated $385M sold.
- 397 institutional investors held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) as of Q3 2021, up from 390 in Q2 2021.
- Funds reported $2.89B of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF stock for Q3 2021, down 9.5% quarter-over-quarter.
- 38 funds opened new State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF positions in Q3 2021 and 23 closed out, a net change of +15 holders.
- The largest State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF buyer in Q3 2021 was Wealth Enhancement Advisory Services, an estimated $33.6M added.
- The largest State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF seller in Q3 2021 was American International Group, an estimated $385M sold.
Based on aggregated 13F filings for Q3 2021.